DJ
DJ

David Janis

21 Years of Experience
Greenwood Village, CO

David Janis is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Personal Capital Advisors Corporation
October 2020 - April 2023 · 2 yrs 6 mos
E*trade Capital Management, LLC
October 2019 - October 2020 · 1 yr
E*trade Securities LLCBroker
October 2019 - October 2020 · 1 yr
TD Ameritrade, INC.
February 2018 - September 2019 · 1 yr 7 mos
TD Ameritrade, INC.Broker
February 2018 - September 2019 · 1 yr 7 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2019 · 1 yr 7 mos
Scottrade Investment Management
March 2017 - February 2018 · 11 mos
Scottrade, INC.Broker
January 2005 - February 2018 · 13 yrs 1 mo
American Express Financial Advisors, INC.
August 2004 - October 2004 · 2 mos
American Express Financial Advisors INC.Broker
July 2004 - October 2004 · 3 mos
Ids Life Insurance CompanyBroker
July 2004 - October 2004 · 3 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Janis - Financial Advisor | TrueAdvisor